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iShares S&P SmallCap 600 Index shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Novak & Powell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 21k 116.96
2024-06-30 $2.2M 21k 106.66
2024-03-31 $1.7M 28k 61.31
2023-12-31 $2.3M 21k 107.73

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Vanguard Short Term Cor Bd Etf Short Term Treas (VCSH)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)

View all positions for Novak & Powell Financial Services

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index